In this episode of the RIA Tech Talk podcast, David and Todd discuss the challenges of a current RIA WorkSpace client who had similar IT issues to many RIAs out there. This company went from a frustrating, time-demanding experience with their previous IT provider, to a trouble free one with RIA WorkSpace.

· 13 employees all working remotely

· Based in Dallas, TX with offices in San Diego, Minneapolis and Denver.

· The 4 office locations were in shared workspace locations

· Our main contact was Mary, the Director of Operations.

· Mary was spending too much time doing tech support and managing the MSP

· The previous IT provider didn't understand RIAs and the SEC requirements

· There was no IT roadmap and the IT provider was not proactive

· The IT support was poor and there was no assigned team

· Mary was concerned about several issues

o Onboarding new employees was difficult and took too long

o They wanted Single Sign On (SSO) but couldn’t get it set up

o They experienced ongoing sync issues with OneDrive and SharePoint

o Their Microsoft licensing was a mess and they wanted their MSP to manage it

To hear about Mary’s IT situation today, tune in to the podcast and hear about how RIA WorkSpace eliminated the IT frustration.

Check out the case study here.